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Kelly Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kelly Financial Services’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
+4,376
New +$220K 0.05% 132

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Kelly Financial Services's VTEB Position: Q2 2026 in Review

Kelly Financial Services opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,376 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings.

663 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Kelly Financial Services held 4,376 shares of Vanguard Tax-Exempt Bond Index Fund worth $221K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Kelly Financial Services position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #132 holding.
  • 663 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.